CFP‑Eligible Wealth Advisor | Grow Portfolios

Portfolio Management duties include, but are not limited to: - Conduct appropriate Know Your Client meetings, set an appropriate mandate, and fulfill all fiduciary obligations. Keep appropriate documentation and notes for all meetings conducted. Always act in your client’s best interest. - Build a warm and trusting relationship with clients as much as...

Portfolio Management duties include, but are not limited to:Conduct appropriate Know Your Client meetings, set an appropriate mandate, and fulfill all fiduciary obligations. Keep appropriate documentation and notes for all meetings conducted. Always act in your client's best interest.Build a warm and trusting relationship with clients as much as possible....

Portfolio Management duties include, but are not limited to: Conduct appropriate Know Your Client meetings, set an appropriate mandate, and fulfill all fiduciary obligations. Keep appropriate documentation and notes for all meetings conducted. Always act in your client’s best interest. Build a warm and trusting relationship with clients as much as...

Portfolio Management duties include, but are not limited to: - Conduct appropriate Know Your Client meetings, set an appropriate mandate, and fulfill all fiduciary obligations. Keep appropriate documentation and notes for all meetings conducted. Always act in your client’s best interest. - Build a warm and trusting relationship with clients as much as...

Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – (Saskatoon) IGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more...

**Wealth Assistant - Affinity Financial Strategies** **Description** Affinity Financial Strategies **Licensed Sales Coordinator** Affinity Financial Strategies (“AFS”) presently has an opening for a Licensed Wealth Assistant. AFS is a wealth management provider offering financial planning, investments, and insurance to a portfolio of existing clients...

We’re seeking people who are deeply motivated to learn about our customers (members), help them articulate and achieve their goals, and celebrate alongside them when goals are reached. We want only the most generous of heart, with a deep technical savvy to help our members establish a solid financial foundation, build a strong financial future, grow it and...

**Wealth Coordinator - Insurance** Affinity Financial Strategies (“AFS”) presently has an opening for a Wealth Coordinator - Insurance. AFS is a wealth management provider offering financial planning, investments, and insurance to a portfolio of existing clients and members of the credit union and their communities. This position is responsible for...

A leading financial services firm in Saskatoon is seeking a Senior Financial Planner to support Advisors in delivering comprehensive wealth management services. The ideal candidate will have a CFP designation or be a CA/CPA willing to obtain it, with at least 2 years of relevant experience. You will engage with clients to create Total Wealth Plans and...

**Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Saskatoon, SK** Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing...